See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,206 | $175,202-40.0% | $149,673-29.7% | $139,434-24.5% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 15.41% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,450 | $5,474-73.5% | $4,818-69.9% | $4,751-69.5% |
| Participant deferral / active EE | $5,552 | $6,519-14.8% | $5,680-2.3% | $6,710-17.3% |
| Admin fee / account holder | $1,376 | $16,150-91.5% | $13,210-89.6% | $11,403-87.9% |